$TEX icon$

Blue Trust Inc’s Terex TEX Stock Holding History

Blue Trust Inc’s Portfolio TEX Stock Details TEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$97.1K	Sell	1,643 -468	-22%	-$29K	﹤0.01%	1043
2025 Q4	$113K	Sell	2,111 -124	-6%	-$6.26K	﹤0.01%	998
2025 Q3	$115K	Buy	2,235 +365	+20%	+$18.6K	﹤0.01%	1011
2025 Q2	$87.3K	Buy	1,870 +362	+24%	+$15.1K	﹤0.01%	1100
2025 Q1	$57K	Buy	1,508 +795	+112%	+$34.7K	﹤0.01%	1276
2024 Q4	$33K	Sell	713 -256	-26%	-$13.3K	﹤0.01%	1479
2024 Q3	$53.1K	Buy	969 +457	+89%	+$25.3K	﹤0.01%	1539
2024 Q2	$33K	Buy	512 +187	+58%	+$11.1K	﹤0.01%	1447
2024 Q1	$20.9K	Sell	325 -141	-30%	-$8.27K	﹤0.01%	1213
2023 Q4	$27K	Buy	466 +299	+179%	+$15.5K	﹤0.01%	1179
2023 Q3	$10K	Buy	167 +51	+44%	+$3.04K	﹤0.01%	1419
2023 Q2	$6K	Sell	116 -1,111	-91%	-$55.1K	﹤0.01%	1490
2023 Q1	$53K	Buy	1,227 +64	+6%	+$3.27K	﹤0.01%	1012
2022 Q4	$35K	Buy	1,163 +440	+61%	+$17.7K	﹤0.01%	1077
2022 Q3	$20K	Buy	723 +189	+35%	+$6.18K	﹤0.01%	1098
2022 Q2	$19K	Buy	+534	New	+$17.8K	﹤0.01%	975

Other funds holding TEX

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return